China Growth Stocks

[Drexion2004]

HRBN: If the stock is still trading at $23 tomorrow, i'll buy some yes. Go ahead and buy the puts ;).

Your argument describing the risk-reward is a bit one-sided though: The only reason SOKF was able to go private at the evaluation it had was because of the overall sector environment. If the US markets had not became so toxic to fair real Chinese companies like SOKF, we would not have seen them bail on the US investor. Its too bad, since we have now missed the opportunity to get a great exposure to a solid growth story.

-Fernando